Tax and Trusts Workshop (day 1 of 2)
AMP
Tuesday, 12 February 2019
9:00 am – 12:00 pm (UK time)
Module One – Introductions and Case Study outline
- IHT issue – setting the scene
- Facts and figures
- Introducing the Messi Family
Module Two – Overview of trusts
- What is a trust?
- Uses of trusts
- Types of trusts
- Specialist trusts
- Other estate planning options
- Estate planning options compared
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